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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,589 | $80,753-25.0% | $136,298-55.5% | $62,293-2.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 95.27% | 35.83%+59.4pp | 5156.27%-5061.0pp | 28.90%+66.4pp |
| Employer contribution / active EE | $19,182 | $2,884+565.2% | $4,696+308.5% | $2,042+839.2% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |